Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAI)

820 + Investors. Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — DFAI

Based on 829 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
829 hedge funds hold DFAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+211 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

539 buying251 selling
Last quarter: 539 funds were net buyers (82 opened a brand new position + 457 added to an existing one). Only 251 were sellers (213 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 116 → 94 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 26% medium ■ 27% new
394 out of 829 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +34%, value +13%

Value
+13%
Shares
+34%
Last quarter: funds added +34% more shares while total portfolio value only changed +13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~82 new funds/quarter

64 → 51 → 116 → 94 → 82 new funds/Q
New funds entering each quarter: 51 → 116 → 94 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 34% newcomers

■ 47% veterans ■ 19% 1-2yr ■ 34% new
Entry-cohort mix of 829 holders: 386 (47%) are 2+ year veterans, 161 entered 1–2 years ago, and 282 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
24 of 829 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFAI

In 2026 Q2, 539 hedge funds were net buyers of DFAI (82 opened a new position, 457 added to an existing one), while 251 reduced or exited (213 trimmed, 38 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 829.

Hedge Fund Ownership: DFAI

How many hedge funds hold DFAI — quarterly history vs. share price
Quarterly hedge fund ownership of DFAI vs. share price

Market Analysis: DFAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

13 top-rated funds 109 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
6.6
/ 10
conviction
Hedge Fund Positioning: DFAI
820 + Investors

Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 820 785 4.46%
13F Shares 449M 336M 33.85%
Total Value $14.55B $12.87B 13.06%
New Positions 79 94 -15
Increased Positions 453 395 +58
Closed Positions 44 38 +6
Reduced Positions 213 223 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAI

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Institutional Holders (2026 Q2)

820 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFAI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SYM FINANCIAL Corp 22.31% 6,729,230 $277.6M
2 Chico Wealth RIA 21.85% 1,016,596 $41.9M
3 Benson Investment Management Company, Inc. 21.19% 96,470 $4.0M
4 Monument Group Wealth Advisors, LLC 17.05% 860,976 $35.5M
5 Financial Alternatives, Inc 17.00% 836,269 $34.5M
6 Pioneer Wealth Management Group 15.12% 1,517,600 $62.6M
7 Kure Advisory, LLC 15.01% 767,412 $31.7M
8 Moisand Fitzgerald Tamayo, LLC 14.88% 3,693,307 $152.3M
9 Prudent Man Investment Management, Inc. 13.52% 1,040,170 $39.6M
10 Keyes, Stange & Wooten Wealth Management, LLC 12.83% 779,443 $32.2M
11 RAM Investment Partners, LLC 12.76% 1,934,044 $79.8M
12 Klaas Financial Asset Advisors, LLC 12.54% 2,440,834 $100.7M
13 Aquire Wealth Advisors, LLC 12.42% 1,314,008 $54.2M
14 LVZ, Inc. 12.23% 2,918,971 $120.4M
15 Valued Wealth Advisors LLC 12.19% 813,233 $33.5M
16 Thayer Financial, L.L.C. 12.12% 323,246 $13.3M
17 Marquette Asset Management, LLC 11.89% 2,244,990 $92.6M
18 Highland Investment Advisors LLC 11.41% 634,474 $26.2M
19 Dwr Wealth Management, LLC 11.01% 357,606 $14.7M
20 Consilium Wealth Advisory, LLC 10.96% 894,894 $36.9M
21 Wealth Dimensions Group, Ltd. 10.81% 1,463,610 $60.4M
22 Graver Capital Management, LLC 10.74% 365,591 $15.1M
23 Trailhead Planners LLC 10.54% 264,365 $10.9M
24 Brogan Financial, INC. 10.45% 632,309 $26.1M
25 Allodium Investment Consultants, LLC 10.43% 595,340 $24.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Dimensional ETF Trust (DFAI)

What does the Smart Money Trend signal show for DFAI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFAI?

More buyers than sellers — 68% buying: Last quarter: 539 funds were net buyers (82 opened a brand new position + 457 added to an existing one). Only 251 were sellers (213 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAI holders?

Smaller funds dominant — 19% AUM from top-100: 24 of 829 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAI?

48% of holders stayed for 2+ years: 394 out of 829 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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